My personal assistant in Claude
Example
I give it context and criteria to prepare my tasks.
Build your assistant, your dashboard, your reports, your posts or your website with AI. No coding.
I'll show you, step by step, how to have AI prepare the work you repeat every week, whatever you do. AI prepares. You review and decide.
Free · One real task in 30 minutes · No purchase required
Draft replies to my customers in my tone, following my rules
Example
Works with the tools you already use.
- Claude
- >_Claude Code
- ChatGPT
- >_Codex
- Copilot
- Gemini
- Excel
- Power BI
- SQL
- ERP
- CRM
- TikTok
From an idea to something I can use
What you’ll learn to do
I’ll show you how to build it with your tools and review each result before using it.
My Excel data, turned into a dashboard
Example
I explore my data in Power BI and check the figures.
My reports and presentations
Example
I prepare a draft with Copilot and apply my judgement.
My week of posts and scripts
Example
I organise ideas with ChatGPT or Gemini and add my voice.
My website with Codex
Example
I describe what I need and review the site step by step.
My first task with agents
Example
I connect the steps of a task and decide what to approve.
Your week, before / after
ExampleHere’s a hypothetical week: times include review and are not a promise of savings.
Before · I prepare everything manually
Gather data and prepare my report3 h
Write my posts and scripts2 h
Sort emails and draft replies2 h
After · I review and decide with AI
Gather data and prepare my report1 h
Write my posts and scripts1 h
Sort emails and draft replies1 h
Hypothetical example: 7 h down to 3 h, review included
You bring the judgement; AI puts in the hours
What do you do?
What you can automate with AI in your role
Illustrative times per task, not guaranteed results. They include your review and depend on the context.
Reconciliations
Before · Compare transactions one by one
After · The agent matches data; you review discrepancies
Example · 40 min saved
Month-end close
Before · Gather and check spreadsheets
After · Checklist and draft close for validation
Example · 60 min saved
Management reports
Before · Copy figures into a report
After · A sourced draft for you to verify
Example · 35 min saved
Outstanding payments
Before · Check due dates and write emails
After · Prioritised list and reminders for approval
Example · 25 min saved
Call and ticket summaries
Before · Reread notes and transcripts
After · Summary and next steps for you to confirm
Example · 15 min saved
Suggested replies
Before · Write each reply from scratch
After · Contextual draft for review
Example · 10 min saved
Issue classification
Before · Tag and assign tickets manually
After · Suggested classification under your supervision
Example · 25 min saved
Knowledge base
Before · Find new answers across tickets
After · Suggested updates for you to validate and publish
Example · 30 min saved
Invoices, PDFs and emails
Before · Open documents and copy data
After · Extraction with references for checking
Example · 30 min saved
Data entry
Before · Type records into another tool
After · Records prepared for review and import
Example · 40 min saved
Documentation
Before · Write procedures from notes
After · Structured draft for you to complete
Example · 25 min saved
Decisions about people are always human. AI helps organise information; it does not decide who gets hired.
CV screening and summaries
Before · Read CVs and organise relevant experience
After · Summaries against explicit criteria for human evaluation
Example · 35 min saved
Onboarding
Before · Prepare each checklist from scratch
After · Onboarding plan for you to personalise
Example · 30 min saved
Internal FAQs
Before · Look up policies and write answers
After · Sourced answer for you to validate
Example · 10 min saved
Planning
Before · Match availability manually
After · Proposed schedule for you to agree
Example · 20 min saved
Orders and inventory
Before · Match orders against stock
After · Discrepancy list for you to verify
Example · 35 min saved
Supplier issues
Before · Collect emails for each issue
After · Summary and follow-up for your approval
Example · 20 min saved
Daily reports
Before · Copy logs into a daily summary
After · Report with alerts for you to review
Example · 25 min saved
Proposals
Before · Gather notes and draft an offer
After · Contextual proposal for you to adjust
Example · 40 min saved
Lead follow-up
Before · Find the last conversation and write
After · Suggested follow-up for approval
Example · 20 min saved
CRM
Before · Update records after meetings
After · Changes extracted from notes for validation
Example · 15 min saved
Dashboards
Before · Consolidate metrics from multiple sources
After · Updated dashboard whose data you cross-check
Example · 45 min saved
Excel and ERP
Before · Export and match sheets manually
After · Agent prepares matching for your review
Example · 35 min saved
Reports and Power BI
Before · Prepare the financial report manually
After · Draft and Power BI metrics for validation
Example · 60 min saved
From data to decisionsExample
Excel / ERP
AI agent
Power BI
Automated report
September financial report
Sales€128,400
Margin24.8%
Cash€42,600
JanuaryIllustrative dataSeptember
About me
Marcos Valle
Computer engineer · AI and data analytics
I've spent 6 years in data and BI, and today I build with AI every day: Claude and Claude Code, OpenAI's Codex, other LLMs and AI agents that work as a team. What I teach here is what I use on real projects, adapted so you can apply it in your role without coding.
- AI-powered ERPs and systems built to scale, on projects with large multinationals as well as startups and SMEs with €5–10M in revenue.
- Multi-agent systems, skills and MCP connectors that link AI to the ERP, Excel, email and everyday tools.
- Business intelligence with Power BI, SQL, PostgreSQL and Azure: data models and dashboards.
- I've designed and delivered in-house AI training (Claude) for company teams, department by department.
- Claude
- Claude Code
- Codex
- LLMs
- MCP
- Power BI
- SQL
- PostgreSQL
- Azure
No hype: I'll show you what works, where it fails and when AI isn't worth it.
Start with a real task
Free kit: your first automated task in 30 minutes
- An assistant template ready for your role
- A checklist to review what the AI does
- The steps to automate your first task in 30 minutes
Free, with immediate access to the kit. No purchase required.
The syllabus
What you’ll learn, no code needed
Context before prompts
Learn to ask for what you need, with the data and criteria that make an answer useful.
Skills and assistants for your tasks
Design assistants for your recurring weekly tasks, with clear instructions and boundaries.
Agents that work through multiple steps
Break a task into steps, define what the agent needs and when it should ask for your help.
Connected tools
Connect email, calendars, Excel, ERP, CRM and social media to your everyday tasks.
Review, control and set boundaries
Check responses, protect data and learn when not to use AI. You decide what gets approved.
Your plan to adapt to AI
Identify tasks in your role, choose where to start and evaluate what works before expanding.
Example
Illustrative preview of the course
- Context before prompts
- Skills and assistants for your tasks
- Review, control and set boundaries
Enrollment 20–26 November · €97
The goal: your first assistants working on your real tasks
- Context before prompts
- Skills and assistants for your tasks
- Review, control and set boundaries
97 €Launch price
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20–26 November 2026 · Madrid time- Access after purchase, from 20 November
- At your own pace
- No coding knowledge needed
Frequently asked questions
Do I need to know how to code?
No. You’ll learn to give instructions, use assistants and review their responses without coding.
Will it work for my role?
If your job has tasks that repeat, yes: finance, customer support, back office, HR, operations, sales, social media or management. You pick one task from your job and turn it into an assistant that prepares the work for you to review.
Which AI tools do I need?
The ones you already use or can use at work: Claude, ChatGPT, Microsoft Copilot or Gemini, together with Excel, email, your ERP or Power BI. Some features require paid plans from those tools.
When does the course open?
Opens on 20 November 2026 at 00:00 and closes on 26 November at 23:59, Madrid time. Launch price: €97. Then enrollment closes until the next intake, with no date announced.
Can I do this with my team?
Yes. For teams I design training by department, automation with AI agents and Power BI analytics: tell me about your case on the business page. See training for businesses →
Who is Marcos Valle?
Marcos Valle is a computer engineer, data analyst and AI engineer with 6 years of experience. He builds AI-powered ERPs, data systems and AI agents, with experience on projects for large multinationals, startups and SMEs, and teaches professionals in any role to automate their work with AI, no coding required.
What's the difference between an AI assistant and an AI agent?
An assistant answers and drafts content when you ask. An AI agent chains several steps on its own (reading an email, checking a spreadsheet, drafting the reply), uses tools within the limits you define and asks for your review before closing the task.
What is an AI skill?
A skill is a reusable package of instructions, examples and criteria that the assistant loads when a task needs it, so the AI does a task you repeat every week equally well every time.
What is MCP and what is it for?
MCP (Model Context Protocol) is an open standard for connecting AI assistants such as Claude to tools and data: email, calendar, databases or an ERP. It lets the AI work with your real information instead of hand-pasted text.
Is it safe to use AI with company data?
It depends on the tool, the plan and how it's configured. In the course you'll learn which data not to share, how to review what the AI does and when not to use it; the final decision is always yours.
What's in the free kit?
An assistant template for your role, a checklist for reviewing the AI's output and the steps to automate your first task in about 30 minutes. You can download it immediately and doesn't commit you to the course.
Start today with one real task
With the free kit you set up your first task in 30 minutes. If you want to go further, the course is open 20–26 November for €97.